TP

Tranquility Partners Portfolio holdings

AUM $280M
1-Year Est. Return 15.28%
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$850K
2 +$791K
3 +$745K
4
HCA icon
HCA Healthcare
HCA
+$720K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$550K

Top Sells

1 +$1.61M
2 +$1.16M
3 +$516K
4
AMZN icon
Amazon
AMZN
+$436K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$393K

Sector Composition

1 Financials 15.64%
2 Technology 14.9%
3 Healthcare 11.76%
4 Consumer Discretionary 8.07%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-18,417
152
-3,635
153
-8,000
154
-7,425